Builders FirstSource, Inc.
BLDR- Exchange
- NYSE
- Industry
- Retail-Lumber & Other Building Materials Dealers
- SEC CIK
- 0001316835
No open-market purchases or sales by Builders FirstSource, Inc. insiders were filed in the last 90 days; 671 institutions reported holding it in 13F filings for Q2 2026, worth $9.63B in total; 3 superinvestors hold it, including D1 Capital Partners and Semper Augustus.
13F holders, Q2 2026
Institutional positions in Builders FirstSource, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 671
- −51 vs. Q1 2026
- Shares held
- 107.6M
- +2.18M (+2.1%) vs. Q1 2026
- Total value
- $9.63B
- +$945.6M (+10.9%) vs. Q1 2026
- New holders
- 98
- 241 more added
- Sold out
- 149
- 261 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BLDR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 671 | $9.63B |
| Q1 2026 | 726 | $8.74B |
| Q4 2025 | 768 | $10.8B |
| Q3 2025 | 778 | $13.6B |
| Q2 2025 | 776 | $12.7B |
| Q1 2025 | 786 | $13.7B |
| Q4 2024 | 819 | $15.6B |
| Q3 2024 | 832 | $21.4B |
| Q2 2024 | 776 | $15.1B |
| Q1 2024 | 859 | $23.4B |
| Q4 2023 | 745 | $19.3B |
| Q3 2023 | 675 | $14.6B |
| Q2 2023 | 662 | $16.1B |
| Q1 2023 | 544 | $11.5B |
| Q4 2022 | 518 | $9.03B |
| Q3 2022 | 490 | $8.81B |
| Q2 2022 | 491 | $8.58B |
| Q1 2022 | 509 | $11.1B |
| Q4 2021 | 494 | $15.0B |
| Q3 2021 | 404 | $10.5B |
| Q2 2021 | 403 | $8.75B |
| Q1 2021 | 380 | $9.58B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Builders FirstSource, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Commonwealth Financial Services, LLC | 4,801 | $429.6K | 0.06% | −4−0.1% | Reduced |
| Macquarie Group Ltd | 4,788 | $428.4K | 0.00% | −4,115−46.2% | Reduced |
| Standard Life Aberdeen plc | 4,767 | $426.6K | 0.00% | −3,521−42.5% | Reduced |
| Proficio Capital Partners LLC | 4,761 | $426.0K | 0.02% | +4,761 | New |
| Jacobs Levy Equity Management, Inc | 4,635 | $414.7K | 0.00% | +1,085+30.6% | Added |
| Great Valley Advisor Group, Inc. | 4,590 | $410.7K | 0.01% | +615+15.5% | Added |
| Hancock Whitney Corp | 4,587 | $410.4K | 0.01% | −10,212−69.0% | Reduced |
| Lewis Asset Management, LLC | 4,525 | $404.9K | 0.14% | −1,250−21.6% | Reduced |
| Crossmark Global Holdings, Inc. | 4,475 | $400.4K | 0.01% | +280+6.7% | Added |
| Asset Management One Co.,Ltd. | 4,440 | $397.3K | 0.00% | −42,992−90.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,360 | $390.1K | 0.00% | +2,827+184.4% | Added |
| Change Path, LLC | 4,333 | $387.7K | 0.01% | −70−1.6% | Reduced |
| Thompson Davis & Co., Inc. | 4,250 | $380.3K | 0.23% | +4,250 | New |
| Kestra Advisory Services, LLC | 4,228 | $378.3K | 0.00% | +943+28.7% | Added |
| Aquatic Capital Management LLC | 4,215 | $377.2K | 0.01% | −60,654−93.5% | Reduced |
| MUFG Securities EMEA plc | 4,210 | $376.7K | 0.00% | −327−7.2% | Reduced |
| Inceptionr LLC | 4,124 | $369.0K | 0.09% | −5,452−56.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 4,034 | $361.0K | 0.00% | −40,756−91.0% | Reduced |
| Penserra Capital Management LLC | 4,024 | $359.0K | 0.00% | +801+24.9% | Added |
| Interchange Capital Partners, LLC | 4,009 | $358.7K | 0.07% | −704−14.9% | Reduced |
| Formula Growth Ltd | 4,000 | $357.9K | 0.13% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 3,998 | $357.8K | 0.00% | −1,203−23.1% | Reduced |
| V-Square Quantitative Management LLC | 3,965 | $354.8K | 0.03% | +787+24.8% | Added |
| BCS Private Wealth Management, Inc. | 3,945 | $353.0K | 0.11% | +3,945 | New |
| Y.D. More Investments Ltd | 3,919 | $350.7K | 0.01% | +102+2.7% | Added |
| Kingsview Wealth Management, LLC | 3,826 | $342.4K | 0.00% | +3,826 | New |
| Vident Advisory, LLC | 3,802 | $340.2K | 0.00% | −718−15.9% | Reduced |
| Ofi Invest Asset Management | 3,793 | $339.4K | 0.00% | +392+11.5% | Added |
| Aristeia Capital LLC | 3,755 | $336.0K | 0.01% | +3,755 | New |
| Vestmark Advisory Solutions, Inc. | 3,748 | $335.4K | 0.00% | +274+7.9% | Added |
| Everence Capital Management Inc | 3,732 | $334.0K | 0.02% | +3,732 | New |
| Vestcor Inc | 3,715 | $332.0K | 0.01% | −2,489−40.1% | Reduced |
| Blalock Williams, LLC | 3,706 | $331.6K | 0.21% | −89−2.3% | Reduced |
| Mackenzie Financial Corp | 3,686 | $329.8K | 0.00% | −63,929−94.5% | Reduced |
| Peak Planning Group, LLC | 3,597 | $321.9K | 0.07% | −376−9.5% | Reduced |
| American Trust | 3,591 | $321.3K | 0.02% | +453+14.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 3,560 | $319.0K | 0.00% | −5,510−60.7% | Reduced |
| Ring Mountain Capital, LLC | 3,536 | $316.4K | 0.13% | −106−2.9% | Reduced |
| Cidel Asset Management Inc | 3,519 | $314.9K | 0.02% | +678+23.9% | Added |
| Ifrah Financial Services, Inc. | 3,507 | $313.8K | 0.08% | +156+4.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,448 | $308.5K | 0.00% | −90−2.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,434 | $307.3K | 0.00% | −9,967−74.4% | Reduced |
| Medallion Wealth Advisors, LLC | 3,419 | $305.9K | 0.10% | −79−2.3% | Reduced |
| N.E.W. Advisory Services LLC | 3,417 | $305.8K | 0.02% | −15−0.4% | Reduced |
| Deseret Mutual Benefit Administrators | 3,396 | $303.9K | 0.10% | −50−1.5% | Reduced |
| QRG Capital Management, Inc. | 3,301 | $295.4K | 0.00% | +57+1.8% | Added |
| Private Advisor Group, LLC | 3,255 | $291.3K | 0.00% | +365+12.6% | Added |
| MUFG Securities Americas Inc. | 3,240 | $289.9K | 0.01% | +180+5.9% | Added |
| AlphaCore Capital LLC | 3,236 | $289.6K | 0.01% | −2,067−39.0% | Reduced |
| North Dakota State Investment Board | 3,227 | $288.8K | 0.01% | +55+1.7% | Added |
| Sequoia Financial Advisors, LLC | 3,224 | $288.5K | 0.00% | −4−0.1% | Reduced |
| Leonteq Securities AG | 3,215 | $287.7K | 0.02% | −875−21.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,187 | $285.2K | 0.01% | +3,187 | New |
| Nykredit A/S | 3,174 | $284.0K | 0.00% | +3,174 | New |
| Sterling Capital Management LLC | 3,152 | $282.0K | 0.00% | −488−13.4% | Reduced |
| Cheviot Value Management, LLC | 3,125 | $279.6K | 0.03% | +300+10.6% | Added |
| Northwestern Mutual Wealth Management Co | 3,116 | $278.8K | 0.00% | +1,772+131.8% | Added |
| Whittier Trust Co | 3,377 | $278.0K | 0.00% | −79,506−95.9% | Reduced |
| Levin Capital Strategies, L.P. | 3,000 | $268.4K | 0.02% | −4,500−60.0% | Reduced |
| Panagora Asset Management Inc | 2,980 | $266.6K | 0.00% | −2,396−44.6% | Reduced |
| Lido Advisors, LLC | 2,929 | $262.1K | 0.00% | −613−17.3% | Reduced |
| Wedbush Securities Inc | 2,927 | $262.0K | 0.01% | +147+5.3% | Added |
| Artisan Partners Limited Partnership | 2,900 | $259.5K | 0.00% | −20−0.7% | Reduced |
| WoodTrust Financial Corp | 2,905 | $259.0K | 0.03% | +2,905 | New |
| FIL Ltd | 2,875 | $257.3K | 0.00% | +2,064+254.5% | Added |
| Triton Wealth Management, PLLC | 3,448 | $255.8K | 0.08% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 2,842 | $254.3K | 0.02% | −13−0.5% | Reduced |
| Cornerstone Investment Partners, LLC | 2,833 | $253.5K | 0.01% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 2,772 | $248.0K | 0.11% | −19,521−87.6% | Reduced |
| SFMG, LLC | 2,770 | $247.9K | 0.02% | +17+0.6% | Added |
| D. E. Shaw & Co., Inc. | 2,768 | $247.7K | 0.00% | +2,768 | New |
| Councilmark Asset Management, LLC | 2,765 | $247.4K | 0.13% | +150+5.7% | Added |
| Federated Hermes, Inc. | 2,760 | $247.0K | 0.00% | +382+16.1% | Added |
| Washington Trust Co | 2,702 | $241.8K | 0.01% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 2,699 | $241.5K | 0.00% | +2,699 | New |
| Northbridge Financial Group, LLC | 2,686 | $240.3K | 0.09% | −95−3.4% | Reduced |
| Eurizon Capital SGR S.p.A. | 2,664 | $238.4K | 0.00% | −5,568−67.6% | Reduced |
| Sheets Smith Wealth Management | 2,637 | $236.0K | 0.02% | +2,637 | New |
| Horizon Investments, LLC | 2,621 | $234.5K | 0.00% | −660−20.1% | Reduced |
| CX Institutional | 2,616 | $234.0K | 0.01% | +1,780+212.9% | Added |
| JGP Wealth Management, LLC | 2,604 | $233.0K | 0.02% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 2,566 | $230.0K | 0.05% | +2,566 | New |
| Two Sigma Securities, LLC | 2,568 | $229.8K | 0.02% | +2,568 | New |
| Denali Advisors LLC | 2,511 | $224.7K | 0.02% | 00.0% | Unchanged |
| Nkcfo LLC | 2,500 | $224.0K | 0.07% | +2,500 | New |
| Family Legacy, Inc. | 2,495 | $223.2K | 0.06% | +2,495 | New |
| Claret Asset Management Corp | 2,493 | $223.0K | 0.02% | +2,493 | New |
| Longaeva Partners L.P. | 2,440 | $218.3K | 0.01% | +2,440 | New |
| Arcataur Capital Management LLC | 2,375 | $212.5K | 0.05% | +2,375 | New |
| Securian Asset Management, Inc | 2,858 | $212.2K | 0.01% | −110−3.7% | Reduced |
| Intrepid Financial Planning Group LLC | 2,365 | $211.6K | 0.07% | +2,365 | New |
| Asset Dedication, LLC | 2,338 | $209.2K | 0.01% | +2,197+1,558.2% | Added |
| Northwest & Ethical Investments L.P. | 2,214 | $200.4K | 0.00% | +2,214 | New |
| STRS Ohio | 2,209 | $197.7K | 0.00% | −386−14.9% | Reduced |
| Covestor Ltd | 2,195 | $197.0K | 0.11% | +80+3.8% | Added |
| GAMMA Investing LLC | 2,110 | $188.8K | 0.01% | −265−11.2% | Reduced |
| Centiva Capital, LP | 2,104 | $188.3K | 0.01% | −2,436−53.7% | Reduced |
| Harbor Capital Advisors, Inc. | 2,091 | $187.0K | 0.01% | +4+0.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,081 | $186.2K | 0.00% | −10,260−83.1% | Reduced |
| LSV Asset Management | 2,000 | $179.0K | 0.00% | 00.0% | Unchanged |